299,463 Shares in Tractor Supply Company $TSCO Acquired by Eisler Capital Management Ltd.

Key Points

• Eisler Capital Management Ltd. acquired 299,463 shares of Tractor Supply Company, valued at approximately $16.5 million, making it the firm's 29th largest position.
• Major institutional investors, including Vanguard Group Inc. and Wellington Management Group LLP, have increased their stakes in Tractor Supply over the past quarter, indicating strong market interest.
• Tractor Supply announced a quarterly dividend of $0.23 per share, reflecting a yield of 1.5%, while its stock has recently been rated a "Moderate Buy" with a consensus price target of $61.80.

Eisler Capital Management Ltd. bought a new position in Tractor Supply Company (NASDAQ:TSCO - Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 299,463 shares of the specialty retailer's stock, valued at approximately $16,503,000. Tractor Supply comprises approximately 0.1% of Eisler Capital Management Ltd.'s investment portfolio, making the stock its 29th biggest position. Eisler Capital Management Ltd. owned 0.06% of Tractor Supply at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TSCO. Vanguard Group Inc. raised its position in Tractor Supply by 4.1% in the first quarter. Vanguard Group Inc. now owns 66,631,422 shares of the specialty retailer's stock worth $3,671,391,000 after acquiring an additional 2,597,450 shares during the period. Wellington Management Group LLP raised its position in Tractor Supply by 16.0% in the first quarter. Wellington Management Group LLP now owns 27,604,769 shares of the specialty retailer's stock worth $1,521,023,000 after acquiring an additional 3,815,520 shares during the period. Price T Rowe Associates Inc. MD raised its position in Tractor Supply by 14.5% in the first quarter. Price T Rowe Associates Inc. MD now owns 11,927,641 shares of the specialty retailer's stock worth $657,214,000 after acquiring an additional 1,510,489 shares during the period. Select Equity Group L.P. raised its position in Tractor Supply by 405.6% in the fourth quarter. Select Equity Group L.P. now owns 7,669,224 shares of the specialty retailer's stock worth $406,929,000 after acquiring an additional 6,152,333 shares during the period. Finally, Northern Trust Corp raised its position in Tractor Supply by 503.4% in the fourth quarter. Northern Trust Corp now owns 6,025,677 shares of the specialty retailer's stock worth $319,722,000 after acquiring an additional 5,026,980 shares during the period. Hedge funds and other institutional investors own 98.72% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on TSCO. Robert W. Baird increased their price target on shares of Tractor Supply from $56.00 to $61.00 and gave the stock an "outperform" rating in a research report on Monday, July 21st. The Goldman Sachs Group reiterated a "buy" rating on shares of Tractor Supply in a research report on Friday, July 25th. JPMorgan Chase & Co. raised their price objective on shares of Tractor Supply from $56.00 to $65.00 and gave the company a "neutral" rating in a research report on Monday, July 21st. Raymond James Financial restated an "outperform" rating and set a $65.00 price objective (up from $57.00) on shares of Tractor Supply in a research report on Friday, July 25th. Finally, UBS Group raised their price objective on shares of Tractor Supply from $54.00 to $61.00 and gave the company a "neutral" rating in a research report on Friday, July 25th. Thirteen research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, Tractor Supply presently has an average rating of "Moderate Buy" and a consensus price target of $61.80.

Insider Activity at Tractor Supply

In related news, EVP Colin Yankee sold 6,680 shares of the firm's stock in a transaction on Monday, July 28th. The shares were sold at an average price of $58.40, for a total transaction of $390,112.00. Following the completion of the transaction, the executive vice president directly owned 40,142 shares of the company's stock, valued at approximately $2,344,292.80. This trade represents a 14.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Denise L. Jackson sold 4,630 shares of the firm's stock in a transaction on Monday, July 7th. The shares were sold at an average price of $55.93, for a total transaction of $258,955.90. Following the transaction, the director directly owned 35,288 shares of the company's stock, valued at $1,973,657.84. The trade was a 11.60% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 204,680 shares of company stock valued at $12,071,552 in the last ninety days. Corporate insiders own 0.65% of the company's stock.

Tractor Supply Stock Up 0.3%

Shares of TSCO stock opened at $61.69 on Wednesday. The company has a market capitalization of $32.69 billion, a price-to-earnings ratio of 30.27, a PEG ratio of 3.16 and a beta of 0.75. Tractor Supply Company has a one year low of $46.85 and a one year high of $63.99. The company's fifty day moving average price is $57.44 and its 200-day moving average price is $54.13. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.28 and a quick ratio of 0.16.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its earnings results on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.01. The company had revenue of $4.44 billion during the quarter, compared to analysts' expectations of $4.40 billion. Tractor Supply had a net margin of 7.18% and a return on equity of 46.83%. Tractor Supply's quarterly revenue was up 4.5% on a year-over-year basis. During the same period last year, the company posted $3.93 earnings per share. Tractor Supply has set its Q3 2025 guidance at 2.000-2.180 EPS. Sell-side analysts expect that Tractor Supply Company will post 2.17 EPS for the current fiscal year.

Tractor Supply Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 9th. Investors of record on Monday, August 25th will be paid a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, August 25th. Tractor Supply's dividend payout ratio (DPR) is presently 45.10%.

Tractor Supply Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.

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